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Drew Wood | May 28, 2026 at 6:59 AM EDT

Charleston’s 4% vs. 6% Tax Gap Could Change Your Retirement by Six Figures

Charleston draws in retirees with coastal living, outdoor recreation, historic neighborhoods, strong dining and cultural infrastructure, and a favorable tax…

Danielle Liverance | May 28, 2026 at 5:48 AM EDT

Suze Orman Warns Against Selling: Why a HELOC Beats Liquidating Your Home Right Now

Alicia is 59, has a $1 million net worth, and called into Suze Orman’s podcast because she cannot reliably cover…

Drew Wood | May 28, 2026 at 5:10 AM EDT

How To Generate $7,500 a Month in Dividend Income for a Beyond-Comfortable Retirement

Generating $7,500 a month in dividend income means producing $90,000 a year from a portfolio without needing to regularly sell…

Danielle Liverance | May 27, 2026 at 8:48 PM EDT

Housing Prices Down 6 Percent. Your Property Tax Bill Probably Won’t Follow

On Episode 415 of the Retire SMART Podcast, “Beefing” with Housing Prices, the host flagged a frustration showing up in…

Danielle Liverance | May 27, 2026 at 8:26 PM EDT

My Husband Secretly Gave His Parents $16,000 From Our $240k Income. Should I Insist on Marriage Counseling?

A caller named Samantha from Birmingham phoned The Ramsey Show with a question that sounds like it is about money…

Danielle Liverance | May 27, 2026 at 7:30 PM EDT

Rent Prices Are Dropping Nationwide: Here’s the One Question Landlords Hope You Never Ask

The hosts of The Best One Yet, a daily business podcast, laid out a piece of advice this spring that…

Don Lair | May 27, 2026 at 6:58 PM EDT

I took a 100% interest rate payday loan to help a friend with $1,500: am I making a huge mistake?

On a recent episode of Financial Audit titled “Predator EXPOSED On Financial Audit,” host Caleb Hammer confronted a guest named…

David Beren | May 27, 2026 at 5:55 PM EDT

A 67-Year-Old Solo 401(k) Holder Just Found $234,000 of Additional Roth Conversion Headroom Most Self-Employed Retirees Miss

A 67-year-old consultant filing a Schedule C with $185,000 in net self-employment income and a $1.4 million pre-tax Solo 401(k)…

Carl Sullivan | May 27, 2026 at 5:15 PM EDT

Why Your $2M Portfolio Doesn’t Determine Your Retirement (This One Withdrawal Number Does)

Linda is 64, single with no dependents, and staring at a $2 million brokerage statement wondering if it is enough.…

Carl Sullivan | May 27, 2026 at 4:37 PM EDT

Why a 72-Year-Old With $2.2M Faces $7.4K in Annual Medicare Surcharges

A single 72-year-old retiree sitting on a $2.2 million traditional IRA looks, on paper, like a textbook success story. Then…

Don Lair | May 27, 2026 at 2:35 PM EDT

401(k) vs. Roth: Which Strategy Wins Depends on One Critical Factor, Expert Explains

On a recent Earn Your Leisure episode titled “Retire Rich The Ultimate Guide to IRAs, 401(k)s, & HSAs!”, a guest…

David Beren | May 27, 2026 at 2:21 PM EDT

The QLAC Strategy That Defers $210,000 of a $1.8 Million 401(k) Past RMDs Until Age 85

An unmarried 70-year-old saver possessing a traditional 401(k) plan valued at $1.8 million, alongside $32,000 in annual Social Security payouts…

Danielle Liverance | May 27, 2026 at 2:03 PM EDT

Wes Moss Warns Aging Homeowners: That Deferred Mortgage Balance Isn’t Going Away

A listener named Michelle wrote into The Clark Howard Podcast’s “Ask An Advisor With Wes Moss” with a question that…

Don Lair | May 27, 2026 at 2:00 PM EDT

Why Mentioning Your Mortgage in a Raise Negotiation Backfires: What an FBI Negotiator Says About Getting Paid More

On a recent episode of Money Rehab with Nicole Lapin, former FBI hostage negotiator Chris Voss laid out the single…

David Beren | May 27, 2026 at 1:35 PM EDT

The Mega Backdoor Roth Move That Lets a Married Couple in the Same Plan Stack $94,000 of Tax-Free Contributions in One Year

Let’s consider a scenario where you have two spouses, both 47, pulling $185,000 at the same employer. They are already…

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Personal Finance Articles

All Personal Finance Articles

Charleston’s 4% vs. 6% Tax Gap Could Change Your Retirement by Six Figures

Suze Orman Warns Against Selling: Why a HELOC Beats Liquidating Your Home Right Now

How To Generate $7,500 a Month in Dividend Income for a Beyond-Comfortable Retirement

Housing Prices Down 6 Percent. Your Property Tax Bill Probably Won’t Follow

My Husband Secretly Gave His Parents $16,000 From Our $240k Income. Should I Insist on Marriage Counseling?

Rent Prices Are Dropping Nationwide: Here’s the One Question Landlords Hope You Never Ask

I took a 100% interest rate payday loan to help a friend with $1,500: am I making a huge mistake?

A 67-Year-Old Solo 401(k) Holder Just Found $234,000 of Additional Roth Conversion Headroom Most Self-Employed Retirees Miss

Why Your $2M Portfolio Doesn’t Determine Your Retirement (This One Withdrawal Number Does)

Why a 72-Year-Old With $2.2M Faces $7.4K in Annual Medicare Surcharges

401(k) vs. Roth: Which Strategy Wins Depends on One Critical Factor, Expert Explains

The QLAC Strategy That Defers $210,000 of a $1.8 Million 401(k) Past RMDs Until Age 85

Wes Moss Warns Aging Homeowners: That Deferred Mortgage Balance Isn’t Going Away

Why Mentioning Your Mortgage in a Raise Negotiation Backfires: What an FBI Negotiator Says About Getting Paid More

The Mega Backdoor Roth Move That Lets a Married Couple in the Same Plan Stack $94,000 of Tax-Free Contributions in One Year

Is Disney or PayPal the Better Rebound Play Now?

This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

The Case for Holding DGRO in Your Roth IRA

He Ran His Own Electrical Business for 35 Years, Kept Reported Income Low to Save on Taxes. Now His Social Security Check Is Paying the Price.

This Portfolio Lets You Earn More Than a Lawyer... Without Going to Law School

Is Disney or PayPal the Better Rebound Play Now?

This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

Personal Finance Articles

All Personal Finance Articles

Charleston’s 4% vs. 6% Tax Gap Could Change Your Retirement by Six Figures

Suze Orman Warns Against Selling: Why a HELOC Beats Liquidating Your Home Right Now

How To Generate $7,500 a Month in Dividend Income for a Beyond-Comfortable Retirement

Housing Prices Down 6 Percent. Your Property Tax Bill Probably Won’t Follow

My Husband Secretly Gave His Parents $16,000 From Our $240k Income. Should I Insist on Marriage Counseling?

Rent Prices Are Dropping Nationwide: Here’s the One Question Landlords Hope You Never Ask

I took a 100% interest rate payday loan to help a friend with $1,500: am I making a huge mistake?

A 67-Year-Old Solo 401(k) Holder Just Found $234,000 of Additional Roth Conversion Headroom Most Self-Employed Retirees Miss

Why Your $2M Portfolio Doesn’t Determine Your Retirement (This One Withdrawal Number Does)

Why a 72-Year-Old With $2.2M Faces $7.4K in Annual Medicare Surcharges

401(k) vs. Roth: Which Strategy Wins Depends on One Critical Factor, Expert Explains

The QLAC Strategy That Defers $210,000 of a $1.8 Million 401(k) Past RMDs Until Age 85

Wes Moss Warns Aging Homeowners: That Deferred Mortgage Balance Isn’t Going Away

Why Mentioning Your Mortgage in a Raise Negotiation Backfires: What an FBI Negotiator Says About Getting Paid More

The Mega Backdoor Roth Move That Lets a Married Couple in the Same Plan Stack $94,000 of Tax-Free Contributions in One Year

Is Disney or PayPal the Better Rebound Play Now?

This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

The Case for Holding DGRO in Your Roth IRA

Featured Reads

He Ran His Own Electrical Business for 35 Years, Kept Reported Income Low to Save on Taxes. Now His Social Security Check Is Paying the Price.

This Portfolio Lets You Earn More Than a Lawyer... Without Going to Law School